Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Carrier Global Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,249
- +40 vs. Q1 2021
- Shares held
- 734.2M
- +3.67M (+0.5%) vs. Q1 2021
- Total value
- $35.7B
- +$4.85B (+15.7%) vs. Q1 2021
- New holders
- 129
- 428 more added
- Sold out
- 89
- 459 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 14,778 | $718.0K | 0.02% | +6,423+76.9% | Added |
| ELCO Management Co., LLC | 14,712 | $715.0K | 0.53% | +946+6.9% | Added |
| Bryn Mawr Trust Co | 14,655 | $712.0K | 0.03% | −137−0.9% | Reduced |
| Bath Savings Trust Co | 14,578 | $708.0K | 0.08% | −335−2.2% | Reduced |
| True North Advisors, LLC | 14,554 | $707.0K | 0.15% | +75+0.5% | Added |
| Ar Asset Management Inc | 14,400 | $700.0K | 0.20% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 14,386 | $699.0K | 0.20% | −453−3.1% | Reduced |
| BTR Capital Management Inc | 14,305 | $695.0K | 0.09% | +1,000+7.5% | Added |
| Papp L Roy & Associates | 14,310 | $695.0K | 0.09% | +3,952+38.2% | Added |
| Toroso Investments, LLC | 14,274 | $694.0K | 0.03% | +3,976+38.6% | Added |
| Flagship Harbor Advisors, LLC | 14,249 | $693.0K | 0.07% | +839+6.3% | Added |
| Pitcairn Co | 14,191 | $690.0K | 0.05% | −192−1.3% | Reduced |
| Ascension Asset Management LLC | 14,176 | $689.0K | 0.45% | −209−1.5% | Reduced |
| Trust Co of Virginia | 14,108 | $688.0K | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,132 | $687.0K | 0.03% | −17,400−55.2% | Reduced |
| Everett Harris & Co | 14,121 | $686.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 14,078 | $684.0K | 0.38% | −507−3.5% | Reduced |
| Benedict Financial Advisors Inc | 13,970 | $679.0K | 0.19% | −350−2.4% | Reduced |
| Allred Capital Management, LLC | 13,923 | $676.0K | 0.33% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 13,866 | $674.0K | 0.53% | +1,757+14.5% | Added |
| Outfitter Financial LLC | 13,855 | $673.0K | 0.52% | −3,010−17.8% | Reduced |
| Journey Advisory Group, LLC | 13,820 | $672.0K | 0.21% | −165−1.2% | Reduced |
| Nomura Holdings Inc | 13,803 | $671.0K | 0.01% | −3,453−20.0% | Reduced |
| Aull & Monroe Investment Management Corp | 13,706 | $667.0K | 0.32% | −350−2.5% | Reduced |
| Holderness Investments Co | 13,675 | $665.0K | 0.22% | −334−2.4% | Reduced |
| Fiduciary Group LLC | 11,585 | $661.0K | 0.08% | +66+0.6% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 13,581 | $660.0K | 0.01% | +563+4.3% | Added |
| Gotham Asset Management, LLC | 13,452 | $654.0K | 0.03% | −53,015−79.8% | Reduced |
| Markston International LLC | 13,456 | $654.0K | 0.40% | −42,371−75.9% | Reduced |
| DuPont Capital Management Corp | 13,464 | $654.0K | 0.02% | +346+2.6% | Added |
| Carroll Financial Associates, Inc. | 13,464 | $654.0K | 0.04% | +3,473+34.8% | Added |
| Forte Capital LLC | 13,229 | $643.0K | 0.09% | +500+3.9% | Added |
| Lincoln National Corp | 13,201 | $641.0K | 0.01% | +262+2.0% | Added |
| Flputnam Investment Management Co | 13,173 | $640.0K | 0.02% | −185−1.4% | Reduced |
| Means Investment Co., Inc. | 12,821 | $623.0K | 0.12% | −78−0.6% | Reduced |
| Capitolis Advisors LLC | 12,803 | $622.0K | 0.01% | −4,536−26.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,784 | $621.0K | 0.02% | +624+5.1% | Added |
| Chicago Capital, LLC | 12,737 | $619.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 12,673 | $616.0K | 0.09% | +6,707+112.4% | Added |
| Werlinich Asset Management, LLC | 12,625 | $613.6K | 0.50% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,571 | $611.0K | 0.05% | +141+1.1% | Added |
| Investment Advisory Services Inc | 12,576 | $611.0K | 0.38% | +12,576 | New |
| Wetherby Asset Management Inc | 12,436 | $604.0K | 0.04% | +836+7.2% | Added |
| QS Investors, LLC | 12,369 | $602.0K | 0.01% | −156−1.2% | Reduced |
| Country Club Trust Company, n.a. | 12,286 | $598.0K | 0.05% | −2,075−14.4% | Reduced |
| CAPROCK Group, Inc. | 12,262 | $597.0K | 0.05% | +780+6.8% | Added |
| Laurel Wealth Advisors LLC | 12,263 | $596.0K | 0.13% | −625−4.8% | Reduced |
| Grimes & Company, Inc. | 12,268 | $596.0K | 0.03% | −179−1.4% | Reduced |
| Colonial Trust Advisors | 12,273 | $596.0K | 0.07% | −20−0.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,248 | $595.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,212 | $594.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,211 | $593.0K | 0.05% | −72−0.6% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,135 | $590.0K | 0.04% | −519−4.1% | Reduced |
| Aldebaran Financial Inc. | 12,175 | $590.0K | 0.52% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,102 | $588.0K | 0.27% | −35−0.3% | Reduced |
| Dividend Assets Capital, LLC | 12,090 | $588.0K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 10,470 | $586.0K | 0.32% | −230−2.1% | Reduced |
| Meridian Management Co | 12,040 | $585.0K | 0.17% | −108−0.9% | Reduced |
| Shayne & Co., LLC | 12,046 | $585.0K | 0.33% | −96−0.8% | Reduced |
| Security National Bank of So Dak | 11,949 | $581.0K | 0.44% | −2,287−16.1% | Reduced |
| Kingsview Wealth Management, LLC | 11,911 | $581.0K | 0.03% | +1,344+12.7% | Added |
| Personal Cfo Solutions, LLC | 11,911 | $579.0K | 0.12% | +7+0.1% | Added |
| Keeley-Teton Advisors, LLC | 11,887 | $578.0K | 0.06% | −415−3.4% | Reduced |
| Squarepoint Ops LLC | 11,833 | $575.0K | 0.00% | −2,106−15.1% | Reduced |
| Profund Advisors LLC | 11,753 | $571.0K | 0.02% | +469+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 11,708 | $569.0K | 0.01% | −100−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 11,656 | $566.0K | 0.01% | −5,556−32.3% | Reduced |
| Moneta Group Investment Advisors LLC | 11,626 | $565.0K | 0.03% | −122−1.0% | Reduced |
| Charter Trust Co | 11,567 | $563.0K | 0.05% | −198−1.7% | Reduced |
| Private Capital Group, LLC | 11,472 | $559.0K | 0.13% | +1,667+17.0% | Added |
| Barings LLC | 11,489 | $558.0K | 0.01% | −21,393−65.1% | Reduced |
| GYL Financial Synergies, LLC | 11,444 | $556.0K | 0.29% | −139−1.2% | Reduced |
| Level Four Advisory Services, LLC | 11,429 | $555.0K | 0.04% | −113−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,363 | $552.0K | 0.01% | −46,424−80.3% | Reduced |
| Ameritas Investment Partners, Inc. | 11,359 | $552.0K | 0.02% | −10,900−49.0% | Reduced |
| Jupiter Asset Management Ltd | 11,270 | $547.0K | 0.01% | −40.0% | Reduced |
| Ledyard National Bank | 11,198 | $545.0K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,190 | $544.0K | 0.10% | +286+2.6% | Added |
| Beese Fulmer Investment Management, Inc. | 11,057 | $537.0K | 0.06% | −278−2.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 11,026 | $536.0K | 0.12% | +10.0% | Added |
| Bank of the West | 10,817 | $525.0K | 0.05% | −296−2.7% | Reduced |
| Rathbone Brothers plc | 10,755 | $523.0K | 0.01% | +220+2.1% | Added |
| 1st Source Bank | 10,629 | $517.0K | 0.03% | −350−3.2% | Reduced |
| HAP Trading, LLC | 10,648 | $517.0K | 0.03% | +10,648 | New |
| Chemung Canal Trust Co | 10,482 | $509.0K | 0.10% | −647−5.8% | Reduced |
| Court Place Advisors, LLC | 10,426 | $507.0K | 0.15% | −112−1.1% | Reduced |
| Bull Street Advisors, LLC | 10,402 | $506.0K | 0.27% | −190−1.8% | Reduced |
| Pointe Capital Management LLC | 10,403 | $505.0K | 0.36% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,377 | $504.0K | 0.00% | +75+0.7% | Added |
| Carret Asset Management, LLC | 10,323 | $502.0K | 0.06% | −1,821−15.0% | Reduced |
| Sky Investment Group LLC | 10,317 | $501.0K | 0.11% | −1,140−10.0% | Reduced |
| Umb Bank N A | 10,297 | $501.0K | 0.01% | +14+0.1% | Added |
| Meeder Asset Management Inc | 10,314 | $501.0K | 0.02% | +3,916+61.2% | Added |
| Paloma Partners Management Co | 10,295 | $500.0K | 0.01% | +10,295 | New |
| Berkshire Bank | 10,073 | $490.0K | 0.12% | −400−3.8% | Reduced |
| Mid Atlantic Financial Management Inc | 10,064 | $489.0K | 0.03% | +181+1.8% | Added |
| Ancora Advisors, LLC | 10,030 | $487.0K | 0.01% | +660+7.0% | Added |
| Canal Insurance CO | 10,000 | $486.0K | 0.17% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 10,000 | $486.0K | 0.20% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $486.0K | 0.09% | 00.0% | Unchanged |